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Retirement Planning Services is led by Gerald A. Cannizzaro, president. Mr. Cannizzaro has more than 40 years of general investment experience, including over 30 years as a financial planner.  His investment experience includes:

  • Portfolio management for individuals and small companies
  • Preparation of comprehensive financial and retirement plans
  • Asset allocation and diversification strategies
  • Lifetime income projections
  • Mutual fund and individual stock analysis
  • Benefits analysis
  • Retirement planning
  • Estimates of Federal Annuity Benefits for Federal Employees

Mr. Cannizzaro also is an expert in the Federal Retirement System and Federal Benefits plans, and has assisted many Federal employees in preparing for retirement.  A Registered Investment Advisor in the state of Virginia, Mr. Cannizzaro holds an M.B.A. in Marketing and Finance from Columbia University Business School in New York, New York, and a B.S. in Psychology from Villanova University, Villanova, Pennsylvania.

Mr. Cannizzaro has served in the financial profession with several Federal Government agencies, specifically as a financial analyst with the Interstate Commerce Commission and was in charge of Trust Fund Investments for the National Archives & Record Administration. 

While with the Federal Government he:

  • Served as an investment advisor to government trust fund;
  • Developed and taught courses in various financial subjects, including the risk management area; and
  • Worked as an industrial security analyst tor the transportation industry while with the US Government and as a security analyst for a regional brokerage firm.

Mr. Cannizzaro is cited regularly in major media outlets, including The Wall Street Journal, Wall Street Journal Online, The New York Times, The Washington Post, The Baltimore Sun, Kiplinger Personal Finance Magazine, Bloomberg, Parents Magazine, Northern Virginia Magazine, Redbook, MSNBC, TBD TV [News Channel 8],  “Your Money” hosted by Professor Kent Smetters (Business Radio Channel, SiriusXM 111), TV Tokyo, and the Federal News Radio.(Selected Media Citations)

Mr. Cannizzaro has taught classes in various financial planning, investment and personal finance subjects over the last 19 years. He conducts an average of 45 seminars per year in retirement planning, personal finance, and mid-career planning. He has taught at the USDA Graduate School (Washington, DC), the Fairfax County Adult Education Program, and currently regularly teaches for the National Institute of Transition Planning (NITP) and the Northern Virginia Community College (NOVA) Adult Education Program at their Annandale Campus.  He has also been a guest lecturer at the University of Maryland (College Park), Howard University in Washington, DC and various Federal Agency Conferences. Mr. Cannizzaro is a frequent speaker at national and local professional conferences and is a Master Financial Education Volunteer with the Virginia Cooperative Extension in Arlington County, Virginia.


Updates & Commentary

November Newsletter New! 
How can families trim college costs?" "How much money should a family borrow for college?" and other articles (October 26, 2017)

2017 Key Numbers 
(January 2, 2017)

Investment Basics 
Saving and Investing Wisely, Building on Your Foundation, Types of Investments: Bonds, Types of Investments: Cash, Investing Through Mutual Funds and ETFs, and Asset Allocation

Rebalancing 101: How To Get Your Portfolio Back On Track 
How Pre-Tax Contributions Affect Your Paycheck New! 
(For over 50 educational videos, visit the Videos and Multimedia page.)


3605 Twilight Ct., Oakton, VA  22124
Phone: 703.716.1233 | Fax: 703.620.3992
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Check the background of this financial professional on FINRA's BrokerCheck.